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Dealing with blended families as part of succession planning presentation

Published on 12 Mar 09 by NATIONAL DIVISION, THE TAX INSTITUTE

With approximately one in five families in Australia being a blended family, this presentation focuses on the succession planning issues that arise including:

  • the different approaches
  • mutual wills
  • passing control of family trusts
  • avoiding family trust distribution tax
  • dealing with superannuation death benefits.

Author profile

Daniel Fry CTA
Daniel is a Director at Munro Doig. He was first admitted as a legal practitioner in South Africa in 1981 and prior to establishing Munro Doig, had been a partner in large national law firms in Johannesburg and Perth. He holds a Bachelor of Arts, Bachelor of Laws and a postgraduate Higher Diploma in Tax Law. Colin practises in all aspects of tax and trust law, with a focus on structuring and taxation of entities and transactions. - Current at 08 January 2018
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This was presented at 24th National Convention 2009 .

Get a 20% discount when you buy all the items from this event.

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Author(s):  Jennifer BATROUNEY

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Further details about this event:

 

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